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10.3.  Assign Items to Planner Code by Class Code

To assign items to a planner code by class code, go to Purchase > Utilities > Assign Items to Planner Code. The following screen will appear:

Assign Items to Planner Code by Class Code

When assigning items to a planner code by class code, you are presented with the following options:

All Class Codes

Select to assign all class codes to a planner code.

Selected

Specify class code you want to assign to a planner code.

Pattern

Enter a class code pattern to select a range of class codes. Refine your search using regular expressions.

All Sites

Select to assign items to a planner code by class code for all sites.

Selected

Specify site whose items by class code you want to assign to a planner code.

Planner Code

Specify the planner code you want to assign the class code(s) to.